The benefits for you

The benefits for you

  • Specialist expert knowledge to ensure you remain compliant.
  • Specialist knowledge and experience in managing large, complex investment portfolios.
  • An integrated, transparent and holistic approach to managing your family estate.
  • An objective review of your current Trust structure, ensuring maximised intergenerational wealth protection.
  • Strong governance and adherence to a formal structure to reduce the risk of future claims.
  • A clear view of overall costs to ensure they are consistent with market averages.
  • Access to opportunities across multiple sectors, without any conflict of interest.
  • Plus, we have full administration services available.

Need help setting up a Family Office?

Perpetual Guardian will undertake a full review of your situation and prepare a summary of activities along with a cost estimate.

We will then sit down with you to gain a thorough understanding of your needs and requirements. Our tailored solutions are developed not only to fulfil your objectives, but to broaden your financial horizons.

Need some help?

Phone us on 0800 737 738 or fill in your details below.

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